Learn how to assign customer contacts to your itineraries.
- An assigned itinerary is quick to send as you have the email box already pre-filled with the assignee's email;
- An assigned itinerary is also quicker to book – the customer has less to type in with their contact information pre-filled for them in the purchase process.
To assign a customer to an itinerary:
Open the itinerary you wish to assign to someone and navigate to its General Settings (the cogwheel icon located at the top of the builder).
Locate the Customer field at the top of the window, then search for and select a customer stored in the CRM system.
If needed, you can remove the existing customer by clicking on the x at the top right corner and then assign a new one.
NOTE: you can easily spot which itineraries are assigned to customers in the Dashboard's Customer column.
